SEI是数据中心因电网受限而采用“表后”发电趋势的受益者；随着其转型为运营可即插即用的发电站，近年来营收已增长逾一倍。
逐段跳播
是的，我这里的第三只股票，或者说我提出的第二只股票，但它是这个视频里的第三只股票，采用了几乎相同的逻辑，就是Solaris Energy Infrastructure。交易代码是“S E I”。
这本质上是一种现场发电。这个逻辑与Avista的逻辑相反，在Avista那里我们说想利用公共电网。而在这里，我们谈的是电网根本无法提供我们当下所需电力的情况。GE Vernova是受益者，Solaris Energy Infrastructure也是。
它的运作方式是所谓的“表后”（behind the meter），也就是在你需要的地方、为你需要的用途建自己的电站。这家公司也是一样。因为我们现在就需要电力，而接入电网存在问题。因此，像这样的公司实际上会受益。
Yes, and my third stock here , or the second stock I'm putting forward , but it's the third stock in this video, adopts almost the same thesis with Solaris Energy Infrastructure.
The trading symbol is " S E I". This work is essentially a type of on-site power generation. This thesis contradicts Avista's thesis, where we were saying that we wanted to use the public network.
Here we are talking about the situation where the network simply cannot provide what we need and require right now. GE Vernova is a beneficiary here, as is Solaris Energy Infrastructure.
It works by operating what is known as "behind the meter", that is, building your own power station where you need it and for the purpose you need it for. This company is the same.
I mean, because we need power now and there are problems connecting to the grid. Therefore, companies like these actually benefit.
Solaris在过去几年里营收增长了一倍多。它已经从一家单纯的天然气发电公司，转变为那套“表后”能源系统的全面运营商。简而言之，如果你运营一个数据中心或任何需要立即获得大量电力、又无法从电网获取的设施，你可以联系Solaris，它会在你的所在地为你提供一座小型、随时可运营的电站。
Solaris has more than doubled its revenues in just the past few years. It has transformed from a mere natural gas power generation company into the full operator of that "behind the meter" energy system.
In short , if you run a data center or any facility that needs immediate and large amounts of power and you cannot get it from the grid, you can contact Solaris, which will provide you with a small, ready-to-operate power station at your location.
这个频道对 $SEI 的历次判断
The Motley Fool 在这只股票上只有这一条判断。